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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1926
Pinnacle Wealth Planning Services
Ohio
$2.21M +$305K +2,119 +17%
MWM
1927
Minot Wealth Management
Massachusetts
$2.21M +$691K +4,800 +50%
AIC
1928
Ayalon Insurance Company
Israel
$2.21M -$120K -831 -5%
FFG
1929
Fortem Financial Group
California
$2.2M -$13.2K -92 -0.6%
HFG
1930
Heron Financial Group
New York
$2.2M +$1.44K +10 +0.1%
GG
1931
Gleason Group
Kentucky
$2.2M +$28.8K +200 +1%
HCM
1932
Highlander Capital Management
New Jersey
$2.19M +$71.9K +500 +4%
WWM
1933
Wolff Wiese Magana
California
$2.19M +$77.7K +540 +4%
SDWIA
1934
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.18M +$58.6K +407 +3%
WAM
1935
Weatherly Asset Management
California
$2.16M – – –
IF
1936
Ironwood Financial
Arizona
$2.16M +$219K +1,525 +12%
WWM
1937
Windsor Wealth Management
Indiana
$2.16M +$175K +1,218 +9%
CBT
1938
CoreFirst Bank & Trust
Kansas
$2.15M -$1.58K -11 -0.1%
IF
1939
Intrua Financial
Texas
$2.15M +$175K +1,216 +9%
VCAM
1940
Van Cleef Asset Management
Ohio
$2.15M -$42.3K -294 -2%
HI
1941
HBK Investments
Texas
$2.15M +$2.03M +14,115 New
BSAM
1942
Blue Square Asset Management
New York
$2.14M +$281K +1,950 +16%
SWA
1943
SFMG Wealth Advisors
Texas
$2.14M -$19.1K -133 -0.9%
WA
1944
Wambolt & Associates
Colorado
$2.14M +$265K +1,844 +15%
FCA
1945
FinTrust Capital Advisors
South Carolina
$2.14M +$176K +1,226 +10%
SFS
1946
Solitude Financial Services
Virginia
$2.14M -$1.34M -9,294 -40%
TP
1947
Tranquility Partners
Tennessee
$2.13M +$18.6K +129 +0.9%
LCAM
1948
London & Capital Asset Management
United Kingdom
$2.13M -$491K -3,413 -20%
GCC
1949
Guardian Capital (Canada)
Ontario, Canada
$2.13M -$288K -2,000 -12%
CAIMH
1950
Central Asset Investments & Management Holdings
Hong Kong
$2.13M +$2.02M +14,010 New
76 77
78
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